See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,390 | $118,450+6.7% | $98,439+28.4% | $139,434-9.4% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 12.13% | 18.94%-6.8pp | 21.16%-9.0pp | 372.94%-360.8pp |
| Employer contribution / active EE | $2,787 | $3,609-22.8% | $3,048-8.6% | $4,751-41.3% |
| Participant deferral / active EE | $9,087 | $5,392+68.5% | $4,738+91.8% | $6,710+35.4% |
| Admin fee / account holder | $17,076 | $14,026+21.7% | $8,948+90.8% | $11,403+49.8% |